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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,473 | $181,896-81.6% | $156,551-78.6% | $273,972-87.8% |
| Participation rate | 11.8% | 88.4%-76.6pp | 84.0%-72.2pp | 83.0%-71.3pp |
| Annual return | -0.01% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $32 | $5,550-99.4% | $4,871-99.3% | $5,287-99.4% |
| Admin fee / account holder | $22,467 | $15,560+44.4% | $13,028+72.4% | $10,133+121.7% |